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Grid Filter based on Security Cancel The title field is required!

1. Mason Ambery

   

   67 posts
   Registered:
   19 Nov 2021
   31 May 2022

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   Is there a way to apply different grid filters based on a security role?
   
   I have several list pages that display CRM entity records that can either be only the logged in contact's records or all records associated with the Contact's parent account. 
   
   I'm currently coming from the old ADX Studio portal solution which was controlled by entity permissions that would be assumed to security roles.  While I'm not sure if I can, at worse case I assumed I could just build separate pages with the two different lists and just control it through security but hopped that I don't need separate pages to accomplish this.
   
   Thanks,
2. Brady Ward

   

   92 posts
   Registered:
   19 Aug 2021
   01 Jun 2022 in reply to Mason Ambery

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   Hello Mason,
   
   I assume you mean security role in CRM? Unfortunately I don't think this would be possible. You can assign portal roles to users and use that to hide individual widgets.
   
   You could also utilize the fetch to try and filter results for each user? What is the specific use case?
   
   All the best,
   
   Brady
   TPC Web Developer
3. Mason Ambery

   

   67 posts
   Registered:
   19 Nov 2021
   01 Jun 2022 in reply to Brady Ward

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   We currently have two security roles associated with Case management, Contact only and Contact and Account.  The contact only security roles only allows that specific contact to view cases where they are the caller.  The contact and Account security role, often given to supervisors or managers, can see all cases associated with their account.  I populate a parent customer field on the case after the case is created so that I have both the contact and their account values.  Within CRM, we only populate the Caller field on the Case form with Contact records.
   
   The reason we do this is because many of our portal users oversee areas within their businesses that deal with sensitive information and they don't want all employees associated with a particular account to be able to see other people's cases.
   
   Our portal solution is closed to the public and only made available to our customers.  The on-line Help Desk is an area where we limit access to cases based on the Account and Contact relationship.  Employee's of one Account can never see records associated with another Account.
4. Vladyslav Makar

   

   20 posts
   Registered:
   16 Dec 2020
   Answered

   16 Jun 2022 in reply to Mason Ambery

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   Good day Mason,
   
   I hope your day is going well!
   
   I have discussed it internally and found out that this question was already explained toyou on one of your training sessions.
   
   But if there is anything else that we can help you with - just let us know! :)
   
   Kindly,
   
   Vlad